Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots.

Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - Why Tesla shut down Dojo and what that means

08:14 - How Tesla’s data advantage beats hardware competition

09:12 - Why Tesla’s future lies in AI and robotics, not just vehicles

12:49 - The deflationary effects of autonomy on labor and goods

20:55 - How investors can exploit Wall Street’s short-term bias

21:26 - How robotaxis could beat Uber’s per-mile costs by 10x

28:02 - Why robo-trucking may surpass robotaxis in profitability

40:00 - Why Bitcoin could hedge corporate treasuries in a new economy

42:09 - How Optimus robots could drive labor costs under $1/hour

45:42 - The economics of Robot-as-a-Service and Tesla’s potential moat

BOOKS AND RESOURCES

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